In addition, DiAS was designed to boost efficiency through simplifying the complexity of regulations for relationship managers, automating administration and saving time in delivering investment advice.
Swiss private banking group Julius Baer has implemented its digital advisory platform – the Digital Advisory Suite (DiAS) – in Asia, its second home market.
The award-winning platform serves as a fully integrated solution that ensures a seamless end-to-end advisory process. It also provides relationship managers with a wide overview of client situations and helps identify opportunities for engagement.
